While we pride ourselves on our ability and experience, what truly sets us apart is our contrarian attitude, our unerring focus, and our unmitigated passion— with which we conduct all our business.
By establishing a long-term mindset, we are far less likely to fall prey to the trap of the market's whim. Our view ensures our focus on the long-run, both by eliminating agency issues and by preventing us from being enticed by the fool's gold of short-termism.
Our approach is aptly reflected in how we evaluate each opportunity from different angles, teasing out all the details, and looking for opportunities to both profit and save. Simply put, our entrepreneurial spirit tempered by a long-term view affords us a tangible edge as we strive to grow capital beyond industry accepted & expected norms.
The last ten years has seen investors adjust to a "new normal"; enormous liquidity plus anemic growth equals historically low returns across all major asset classes, leaving investors bereft of alternatives.
Direct investment in private real estate offers an attractive total return, a hedge against inflation, and protection against capital markets’ gyrations. Real estate has a typically low correlation to other asset classes, as well as inherently attractive financing characteristics, which are constructive to delivering superior risk-adjusted returns.
The cornerstone of any investment enterprise is based on management's view and the prevailing market environment. It’s rare that these two are in complete synchronicity, and it is rarer still to find management willing to go against the herd to form an independent view.
In our ever-changing world, the markets are replete with noise, half-formed opinions, and misleading assertions.
We understand how these can conspire to confuse investors, making it difficult to make wise decisions.
We are an investment operation with an unceasing desire to understand current market trends & fundamentals. When coupled with our intelligent & timely application of such insight, we can be trusted to wade through the deluge of information, honing in on the right signals of value...and ultimately succeeding.
Below are three briefs outlining our view on differing investments offering insight into our approach:
Investing in senior loans backed by private real estate offers the safest possible return for investors.
Investing in the equity component of private real estate offers a high return for investors.
Mezzanine loans play a crucial role and offer a return for investors between senior debt + equity.